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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$45.74 -0.18 (-0.39%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$45.74 +0.00 (+0.01%)
As of 04/17/2025 04:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Number of
Institutional Buyers
(last 12 months)
439
Total
Institutional Inflows
(last 12 months)
$4.17B
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$1.94B
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VMBS Institutional Buying and Selling by Quarter

Vanguard Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025AA Financial Advisors LLC8,826$409K0.1%+9.8%0.002%
4/17/2025Breakwater Investment Management590$27K0.0%N/A0.000%
4/17/2025Sagespring Wealth Partners LLC17,791$824K0.0%+8.0%0.004%
4/17/2025Sowell Financial Services LLC7,086$328K0.0%N/A0.002%
4/17/2025Janney Montgomery Scott LLC816,552$37.82M0.1%+3.8%0.195%
4/17/2025Mission Wealth Management LP6,609$306K0.0%-19.6%0.002%
4/17/2025Columbus Macro LLC102,614$4.75M0.6%+1.1%0.025%
4/17/2025Acropolis Investment Management LLC1,627,307$75.36M4.5%+1.7%0.389%
4/17/2025Howard Bailey Securities LLC145,783$6.75M2.7%-5.2%0.035%
4/17/2025HT Partners LLC20,446$947K0.3%+26.6%0.005%
4/17/2025Brighton Jones LLC7,490$347K0.0%-4.4%0.002%
4/17/2025Dynamic Advisor Solutions LLC9,384$435K0.0%N/A0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC1,168,797$54.13M0.1%+4.1%0.279%
4/15/2025 Tran Capital Management L.P.8,506$394K0.1%-7.3%0.002%
4/15/2025 Greenwood Capital Associates LLC80,364$3.72M0.5%+35.5%0.019%
4/15/2025 Braun Bostich & Associates Inc.12,106$561K0.4%-15.2%0.003%
4/15/2025 Sterling Investment Management LLC228,489$10.58M7.5%+385.9%0.055%
4/15/2025 Fifth Third Bancorp22,887$1.06M0.0%+2,494.9%0.005%
4/15/2025 Transform Wealth LLC8,746$405K0.0%+28.5%0.002%
4/15/2025 Accurate Wealth Management LLC59,657$2.70M0.5%+7.4%0.014%
4/15/2025 Simplicity Wealth LLC121,121$5.61M0.4%+1,697.3%0.029%
4/15/2025 Wealthcare Advisory Partners LLC5,403$250K0.0%N/A0.001%
4/14/2025 Pallas Capital Advisors LLC104,741$4.85M0.2%-82.9%0.025%
4/14/2025 Farther Finance Advisors LLC97,081$4.50M0.1%+721.5%0.023%
4/14/2025 Courier Capital LLC349,085$16.17M1.1%+24.2%0.083%
4/14/2025 OLD National Bancorp IN200,906$9.30M0.2%+5.4%0.048%
4/14/2025 Miracle Mile Advisors LLC189,395$8.77M0.2%-9.3%0.045%
4/14/2025 Clean Yield Group4,855$225K0.1%-14.1%0.001%
4/14/2025 ONE Advisory Partners LLC139,001$6.44M2.7%-8.1%0.033%
4/11/2025 City State Bank48,037$2.23M0.7%+4.7%0.011%
4/11/2025 Disciplined Investments LLC18,554$859K0.4%-8.7%0.004%
4/11/2025 Sovereign Financial Group Inc.97,424$4.51M1.0%+13.1%0.023%
4/11/2025 Pinnacle Wealth Management Group Inc.161,382$7.47M5.2%+4.4%0.039%
4/11/2025 Signal Advisors Wealth LLC48,609$2.25M0.2%-3.5%0.012%
4/11/2025 Ullmann Wealth Partners Group LLC134,596$6.23M0.8%-8.9%0.032%
4/10/2025 Accel Wealth Management21,512$996K0.4%-6.4%0.005%
4/10/2025 Level Financial Advisors196,152$9.08M3.1%+1.3%0.047%
4/10/2025 CGN Advisors LLC53,827$2.49M0.2%+1.7%0.013%
4/10/2025 Rialto Wealth Management LLC52,901$2.45M0.8%+13.5%0.013%
4/10/2025 Kure Advisory LLC13,718$635K0.5%N/A0.003%
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4/9/2025 RFG Advisory LLC13,975$647K0.0%-55.9%0.003%
4/9/2025 ST Germain D J Co. Inc.480,930$22.27M1.0%+0.0%0.115%
4/9/2025 Merit Financial Group LLC527,883$24.45M0.4%+40.6%0.126%
4/9/2025 Bennett Associates Wealth Management31,545$1.46M1.2%+5.1%0.008%
4/9/2025 NBC Securities Inc.8,301$384K0.0%+103,662.5%0.002%
4/9/2025 Websterrogers Financial Advisors LLC260,032$12.04M4.1%+31.2%0.062%
4/9/2025 Parkside Advisors LLC570,439$26.42M6.4%+2.4%0.136%
4/9/2025 SigFig Wealth Management LLC132,045$6.11M0.2%-0.8%0.032%
4/9/2025 Quantum Financial Advisors LLC364,825$16.90M2.5%+5.1%0.087%
4/8/2025 IVC Wealth Advisors LLC30,916$1.43M0.8%-0.9%0.007%
4/8/2025 Marion Wealth Management123,367$5.71M1.5%+7.4%0.029%
4/8/2025 Whitcomb & Hess Inc.326,005$15.10M4.6%+0.6%0.078%
4/8/2025 Advisory Alpha LLC52,562$2.44M0.2%-95.0%0.013%
4/8/2025 Retirement Wealth Solutions LLC55,024$2.55M2.1%+3.6%0.013%
4/8/2025 Parallel Advisors LLC1,789$83K0.0%+37.7%0.000%
4/7/2025 Summit Global Investments10,819$501K0.0%-3.6%0.003%
4/7/2025 AdvisorNet Financial Inc46,815$2.17M0.2%-1.2%0.011%
4/7/2025 FC Advisory LLC80,199$3.71M1.3%+4.3%0.018%
4/3/2025 Central Pacific Bank Trust Division33,965$1.57M0.2%-0.7%0.008%
4/3/2025 Versant Capital Management Inc13,759$637K0.1%-10.6%0.003%
4/3/2025 First Hawaiian Bank86,579$4.01M0.2%+2.3%0.020%
4/2/2025 Marcum Wealth LLC15,288$708K0.1%+2.2%0.004%
4/2/2025 Global Wealth Strategies & Associates2,395$111K0.0%-98.6%0.001%
4/1/2025 Hobart Private Capital LLC157,447$7.29M1.8%-29.5%0.036%
4/1/2025 MassMutual Private Wealth & Trust FSB192,647$8.92M0.3%+5.3%0.045%
3/17/2025 Wealth Enhancement Advisory Services LLC1,122,351$50.89M0.1%+44.5%0.260%
3/11/2025Anchor Pointe Wealth Management LLC28,155$1.28M1.7%N/A0.007%
3/3/2025Forthright Family Wealth Advisory LLC116,092$5.26M3.4%-7.4%0.027%
2/28/2025Park Square Financial Group LLC5,514$250K0.2%N/A0.001%
2/27/2025REAP Financial Group LLC6,856$311K0.1%-4.8%0.002%
2/26/2025 Yoffe Investment Management LLC5,051$229K0.3%N/A0.001%
2/26/2025LifeWealth Investments LLC37,631$1.71M1.1%N/A0.009%
2/25/2025B. Riley Wealth Advisors Inc.72,165$3.27M0.1%-19.3%0.017%
2/25/2025Armis Advisers LLC5,405$245K0.0%N/A0.001%
2/24/2025Ameriflex Group Inc.3,606$164K0.1%N/A0.001%
2/24/2025United Advisor Group LLC4,666$212K0.0%-59.9%0.001%
2/21/2025Ascent Group LLC38,975$1.77M0.1%-7.3%0.009%
2/21/2025WNY Asset Management LLC192,589$8.73M1.1%+2.6%0.045%
2/20/2025Westfuller Advisors LLC38,731$1.76M1.1%+111.2%0.009%
2/20/2025Drucker Wealth 3.0 LLC20,567$932K0.2%-24.6%0.005%
2/19/2025Parr Mcknight Wealth Management Group LLC113,446$5.14M0.7%N/A0.026%
2/18/2025Western Wealth Management LLC4,599$208K0.1%-67.3%0.001%
2/18/2025Vise Technologies Inc.49,601$2.25M0.2%+73.9%0.011%
2/18/2025Castleark Management LLC1,609,080$72.96M2.5%N/A0.373%
2/18/2025Elequin Capital LP2,281$103K0.0%N/A0.001%
2/18/2025Focus Partners Advisor Solutions LLC20,463$928K0.0%N/A0.005%
2/18/2025Continuum Advisory LLC13,418$608K0.1%+7.9%0.003%
2/17/2025Windsor Advisory Group LLC2,068$94K0.1%N/A0.000%
2/17/2025Vident Advisory LLC79,173$3.59M0.1%N/A0.018%
2/17/2025Sentinus LLC29,892$1.36M0.4%-17.1%0.007%
2025 could be "worse than the dot-com bust", says man who predicted 2008 banking crisis (Ad)

What's coming next to the U.S. market could be worse than anything we've ever seen before – worse than the dot-com bust, worse than the COVID crash, and even worse than the Great Depression. What's coming, he says, could soon crash the market by 50% or more – and keep it down for 10, 20, or even 30 years.

Click here to see Dan's full warning to the public.
2/17/2025Royal Bank of Canada1,452,394$65.85M0.0%+3.2%0.336%
2/17/2025Redwood Financial Network Corp7,471$339K0.3%-15.6%0.002%
2/17/2025Redwood Investment Management LLC8,012$363K0.0%-3.0%0.002%
2/17/2025Pathstone Holdings LLC191,306$8.67M0.0%+13.4%0.044%
2/17/2025Obsidian Personal Planning Solutions LLC186,101$8.49M4.1%+8.7%0.043%
2/17/2025Laird Norton Wetherby Wealth Management LLC17,327$786K0.0%+56.0%0.004%
2/17/2025LifePlan Investment Advisors Inc.12,777$579K0.4%+18.6%0.003%
2/17/2025Janus Henderson Group PLC93,196$4.23M0.0%-78.3%0.022%
2/17/2025CoreCap Advisors LLC68,102$3.09M0.1%+257.0%0.016%
2/17/2025Cambridge Investment Research Advisors Inc.1,219,280$55.28M0.2%-2.4%0.282%
(Data available from 1/1/2016 forward)

VMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMBS shares?

During the previous two years, 678 institutional investors and hedge funds held shares of Vanguard Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.16B), Charles Schwab Investment Management Inc. ($5.23B), Bank of America Corp DE ($3.32B), JPMorgan Chase & Co. ($2.11B), Envestnet Asset Management Inc. ($900.45M), Bank of New York Mellon Corp ($466.68M), and Assetmark Inc. ($367.98M).Learn more on VMBS's institutional investors.

Which institutional investors have been buying Vanguard Mortgage-Backed Securities ETF stock?

Of the 610 institutional investors that purchased Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($40.59M), Charles Schwab Investment Advisory Inc. ($24.43M), Morningstar Investment Services LLC ($4.42M), Raymond James Financial Inc. ($4.41M), Bank of America Corp DE ($4.18M), Bank of New York Mellon Corp ($3.94M), and Envestnet Portfolio Solutions Inc. ($3.89M).

How much institutional buying is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have bought a total of 153,698,916 shares in the last 24 months. This purchase volume represents approximately $7.96B in transactions.

Which Vanguard Mortgage-Backed Securities ETF major shareholders have been selling company stock?

Of the 373 institutional investors that sold Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($27.53M), Bank of America Corp DE ($3.62M), Adviser Investments LLC ($3.50M), Envestnet Asset Management Inc. ($3.31M), Mather Group LLC. ($3.21M), Osaic Holdings Inc. ($1.39M), and Wells Fargo & Company MN ($1.19M).

How much institutional selling is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 62,940,267 shares in the last 24 months. This volume of shares sold represents approximately $3.13B in transactions.



This page (NASDAQ:VMBS) was last updated on 4/18/2025 by MarketBeat.com Staff
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